Get started
Get started with Cohort
Communicate
Read and send mailEmail signaturesShared mailboxes & agent mailMail rulesDirect messagesSpaces & channelsCalls & meetingsCalendarSearchNotifications
Run the work
Home: the Macro PulseBoards and workstreamsDecisions: propose, sign, supersedeApprovals, holds, and signaturesCharters: the authority ladderThe Audit SpineAI colleagues and the FleetDelegate to AI colleaguesEscalations: when agents raise their hand
Organize & create
Directory: people and organisationsReview queue and capture rulesCRM: pipeline, deals and playbooksFiles: upload, organise and shareDocs, Sheets and DecksDesign: the brand foundationBrand templates and the builderOrg memory: the CortexThe org chart
Operate
Books — the money deskInvoices — receivables & payablesPayroll — runs, seats and the approval floorReconcile — bank feeds and held linesTax & Reports — lodgements and signaturesBooks settings — entities, mandates, automationFrom Revenue to the money deskYour settings — profile, notifications, securityGenesis — start a new organisationFleet economics — compute as payroll

Genesis — start a new organisation

Genesis (at /genesis, outside any workspace) turns founder intent into a running organisation: channels, roles, AI seats, invitations, brand — generated from what you tell it, reviewed by you, then committed in one act.

The wizard runs ten stages across the top rail:

| # | Stage | What happens | | --- | --- | --- | | 01 | Identity | Workspace name, logo and one-liner; optionally pull the brand (favicon + design tokens) from a website | | 02 | Sources | Upload documents or paste URLs — analysed once to pre-fill everything downstream | | 03 | Ethos | Your conviction — what the org believes | | 04 | Intent | The business intent | | 05 | Connect | Import a directory (CSV) and select integrations | | 06 | Design | The editable brand source of truth, with a live component preview | | 07 | Generate | The org draft, tier by tier, behind review gates | | 08 | Spaces | Tune the recommended spaces and roles — manually or via AI suggestions | | 09 | Invite | Seed the human team | | 10 | Live | Commit everything and enter the app |

The Genesis wizard on the Identity stage with the ten-step rail
The wizard

Feed it sources

Sources sits early on purpose: material you give it (docs, URLs, your website) is analysed once and seeds the Ethos and Intent fields and everything generated after. The analysis returns an honest verdict banner — sufficient, partial or insufficient, with what's missing — and if no AI provider is configured, the banner says to fill the steps in yourself rather than pretending.

Review the generated org, tier by tier

Generate pre-drafts each tier the moment its inputs exist, in order: phases → streams → clusters → seats. Between tiers sits a review gate:

  1. Read the tier

    Each tier lists its generated items — the org's phases, work streams, team clusters, then the individual seats.

  2. Accept, regenerate or edit

    Accept the tier to move on, regenerate for another draft, or edit items in place. A toggle chooses human-approve per tier versus letting agents auto-accept.

  3. Know it's recorded

    Every accept and regenerate is recorded as a Genesis artifact and an event — acceptance opens an audited Genesis run, so the org's own founding is on the record.

Commit and go live

The Live stage commits the whole spec into a real org: channels, roles, AI seats, invitations, design tokens and identity — then enters the app.

Drafts survive; commit is once

Your draft persists locally in the browser as you type (the workspace rail even mirrors the in-progress brand mark), and a guard warns before you navigate away from unsaved work. Committing, though, is a one-time provisioning act — review the tiers before Live.

Genesis on a phone

Below tablet width, the wizard doesn't load at all. The phone shows a resume-safe summary of your draft instead — a ten-stage, one-time provisioning act is desktop and tablet work. Pick the draft back up on a bigger screen.

After Genesis

Commit creates the org, your founder seat and owner account, the company profile, design tokens, channels with your membership, roles, AI seats and the invitations — then drops you into the new workspace. First stops from there: Books to set up the money desk, and Your settings to secure your account.